Perpetual Limited (ASX:PPT)
Australia · Delayed Price · Currency is AUD | Market Cap | 1.84B -4.8% |
| Revenue (ttm) | 1.40B +1.6% |
| Net Income | -16.30M |
| EPS | -0.15 |
| Shares Out | 113.39M |
| PE Ratio | n/a |
| Forward PE | 9.61 |
| Dividend | 1.15 (7.03%) |
| Ex-Dividend Date | Mar 12, 2026 |
| Volume | 47,550 |
| Average Volume | 219,797 |
| Open | 16.20 |
| Previous Close | 16.19 |
| Day's Range | 16.03 - 16.37 |
| 52-Week Range | 15.63 - 22.32 |
| Beta | 0.86 |
| RSI | 46.61 |
| Earnings Date | Aug 27, 2026 |
About Perpetual
Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services. It offers investment capabilities across a range of asset classes, including Australian and global equities, mortgages, cash and fixed interest, and Australian listed property. The com... [Read more]
Financial Performance
In fiscal year 2025, Perpetual's revenue was 1.39 billion, an increase of 2.43% compared to the previous year's 1.36 billion. Losses were -58.20 million, -87.67% less than in 2024.
Financial StatementsNews
Bain Gets Nearly $300 Million Loan for Australia Wealth Unit M&A
US buyout giant Bain Capital LP secured a A$430 million ($299 million) leveraged loan to back its purchase of the Australian wealth management unit of Perpetual Ltd., according to people familiar with...
Bain Capital to Acquire Australian Wealth Management Business
Bain Capital will pay more than US$349 million to acquire an Australian wealth-management business from local investment manager Perpetual.
Perpetual to sell wealth management arm to Bain Capital for $350 million upfront
Australia's Perpetual Limited said on Monday it agreed to sell its wealth management business to private equity firm Bain Capital for an upfront cash payment of A$500 million ($350 million).
Perpetual Earnings Call Transcript: H1 2026
First half 2026 saw 2% revenue and 12% underlying profit growth, with strong cost discipline and progress on simplification. Asset management faced net outflows but benefited from market gains, while Corporate Trust and Wealth Management remained resilient.
Perpetual Earnings Call Transcript: H2 2025
Operating revenue rose 3% to $1.373 billion, but underlying profit after tax dipped 1% and a $134.6 million impairment led to a statutory loss. Cost savings exceeded targets, and the group is focused on simplification, growth in alternatives, and a potential wealth management sale.
Perpetual Earnings Call Transcript: H1 2025
First half 2025 saw 4% revenue growth and 2% higher UPAT, but statutory NPAT fell 65% due to one-offs. The expanded simplification program targets AUD 70–80 million in annualized savings, with a focus on selling Wealth Management and reducing debt.
Perpetual Transcript: AGM 2024
The AGM opened with a welcome and acknowledgment of Traditional Owners, followed by introductions of the board, executives, and auditor. Key agenda items included financial statements, director appointments, and a strategic review involving a proposed business separation. Voting and Q&A procedures were clearly outlined for all participants.
Perpetual Earnings Call Transcript: H2 2024
Announced KKR scheme to unlock shareholder value, with FY24 UPAT up 26% to AUD 206.1m and statutory loss of AUD 472.2m due to goodwill impairment. Asset Management saw stable AUM but net outflows, while Corporate Trust and Wealth Management delivered growth. Positive outlook with cost reduction and leadership transition.